Motley Fool Money Nike Looks Expensive, Some REITs Look Cheap
Mar 22, 2023
Nike's recent earnings exceeded expectations despite ongoing inventory issues. The conversation highlights the risks for high-end brands amid economic uncertainty. Banking challenges are impacting commercial real estate, with some REITs being labeled as undervalued gems. A competitive debate unfolds as advocates for Monday.com and General Motors clash over growth potential and market strategies, shedding light on shifts in the automotive and tech landscapes. Investors are presented with fresh opportunities amidst the fluctuating market dynamics.
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Nike's Challenges
- Nike beat Q3 expectations, but inventory remains a concern, impacting margins and earnings.
- High-end discretionary consumer spending may slow down, posing further risk.
REIT Opportunities
- The banking crisis impacts commercial real estate, as smaller regional banks struggle to lend.
- This creates opportunities for large REITs with strong balance sheets and access to capital.
GM vs. Monday.com
- Kirsten Guerra argues that GM is undervalued, citing market share, margin improvement, and Cruise.
- She views Monday.com as a commodity with lower barriers to entry and high expectations.